Our team

What makes us tick

About Us

The Equi Wealth team of partners and associates is made up of qualified, experienced advisors with specialist expertise in financial planning, finance broking and property investment. We provide personalised advice and services to best meet your needs.

We seek to build a long-term relationship with our clients rather than having a transactional focus. We work to understand your current situation, your goals, aspirations and your risk profile to create a wealth strategy that is tailor-made for you.

It’s a sad fact that most Australians will retire completely dependent on the pension for their financial survival; almost three quarters in fact. And ‘survival’ is about all the pension will fund in your so-called golden years. According to a report from Rice Warner Actuaries, single women will be worst affected with many unable to maintain even a ‘comfortable’ lifestyle. The pension will make up more than 90% of retirement earnings for most people. I don’t know if you’ve had a look recently at what the pension pays, but it’s not very exciting!

Lets think about that for a moment: In this land of opportunity, many of us will retire needing a government handout to survive. “Not me!” you’re thinking. We hear many people say they will have ‘passive income’ so they don’t have to work so hard in 10 years, or maybe 20. That would be a good outcome, we agree, but when we ask about the plan for making that happen, the details are usually sketchy. When we ask people what they are doing right now to make it happen, that’s when the wheels really fall off.

Here is the frustrating thing – and at the same time, the biggest opportunity for you. Creating a financially secure future and living a better life between now and then is not impossible. In fact, with some good advice, a sound plan and consistent action, you could even say it’s not that difficult! And yet for some reason, most people simply don’t take action. We believe that has less to do with not caring and more to do with not knowing where to start.

That’s why we do what we do. It’s also why we provide free information and resources to help you on your way to financial freedom. We genuinely want to see you build a financially secure, more rewarding future for you, for your family and those you care about.

It’s a sad fact that most Australians will retire completely dependent on the pension for their financial survival; almost three quarters in fact. And ‘survival’ is about all the pension will fund in your so-called golden years. According to a report from Rice Warner Actuaries, single women will be worst affected with many unable to maintain even a ‘comfortable’ lifestyle. The pension will make up more than 90% of retirement earnings for most people. I don’t know if you’ve had a look recently at what the pension pays, but it’s not very exciting!

Lets think about that for a moment: In this land of opportunity, many of us will retire needing a government handout to survive. “Not me!” you’re thinking. We hear many people say they will have ‘passive income’ so they don’t have to work so hard in 10 years, or maybe 20. That would be a good outcome, we agree, but when we ask about the plan for making that happen, the details are usually sketchy. When we ask people what they are doing right now to make it happen, that’s when the wheels really fall off.

Here is the frustrating thing – and at the same time, the biggest opportunity for you. Creating a financially secure future and living a better life between now and then is not impossible. In fact, with some good advice, a sound plan and consistent action, you could even say it’s not that difficult! And yet for some reason, most people simply don’t take action. We believe that has less to do with not caring and more to do with not knowing where to start.

That’s why we do what we do. It’s also why we provide free information and resources to help you on your way to financial freedom. We genuinely want to see you build a financially secure, more rewarding future for you, for your family and those you care about.

Retirement statistics

96%

of Australians are expected to receive a pension at some time during retirement

22%

of Australians are on track to achieve a comfortable level of retirement income

FAQs

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HOW TO FIND US

PUBLIC TRANSPORT
We are a 5 minute walk from Flinders Street Station either across Evan Walker bridge and down Southgate Avenue to City Road or down St Kilda Road and right down City Road.

PARKING OPTIONS
On street parking is available on City Road (1 hour limit) between 10:00am and 3:30pm. There are several ‘pay to park’ car parks located within a few minutes walk at Eureka Tower, The Ballet Centre, The Arts Centre and a car park on the corner of Power and Kavanagh Streets.